Summary

SMITH SALLEY & ASSOCIATES LLC

Founded in 2003

Description

Smith, Salley & Associates is a trusted wealth management firm that provides financial planning, investment management and trust services in Greensboro, Winston Salem, High Point, North Carolina, South Carolina, Virginia and across the US.

Strengths

  • SMITH SALLEY & ASSOCIATES LLC has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Demonstrating revenue growth that is faster than the industry average
  • The number of employees is growing faster than the industry average
  • Revenue growth is more steady than the industry average
  • Since SMITH SALLEY & ASSOCIATES LLC was founded, the company has grown faster than the industry average

Annual Revenue

SMITH SALLEY & ASSOCIATES LLC's annual revenue

$2408000

Based on Kona Equity data

  • Revenue per employee

    $267556

  • Variance of revenue growth

    0.19

  • Annual revenue growth since founding

    $135894

  • Revenue growth rate from first known quarter to current

    -62.0%

Employee Count

9 employees

  • Employee growth rate from first known quarter to current

    -64.7%

Executives

Blake Guyler

Director, Core Equity Strategy & Equity Research

b**@smith-salley.com

Andy Clark

Financial Advisor

a**@smith-salley.com

Andrew Davis

Chief Investment Officer

a**@smith-salley.com

Alecia Rajesh

Operations Specialist

a**@smith-salley.com

Gregory Smith

CEO

g**@smith-salley.com

Brian May

Portfolio Manager & Chief Compliance Officer

b**@smith-salley.com

Phone Associates

President, Chief Executive Officer

p**@smith-salley.com

James Agnew

Portfolio Manager & Investment Committee Member

j**@smith-salley.com

Allen Ropp

Financial Associate & Planner

a**@smith-salley.com

George Wyatt

Client Service Specialist & Fixed Income Analyst

g**@smith-salley.com

Pasquale Errichiello

Financial Advisor

p**@smith-salley.com

G Score - 6

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
  • G4 Employee growth rate from the first known quarter to current is higher than the industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

324 West Wendover Ave., Ste. 301 
Greensboro, NC  27408

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Key Information

  • SIC: 6211; 621
  • NAICS: 523910; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with SMITH SALLEY & ASSOCIATES LLC.

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Frequently Asked Questions

Where is SMITH SALLEY & ASSOCIATES LLC located?

SMITH SALLEY & ASSOCIATES LLC's headquarters are located at 324 West Wendover Ave., Ste. 301  Greensboro, NC  27408.


What is SMITH SALLEY & ASSOCIATES LLC's official website?

SMITH SALLEY & ASSOCIATES LLC's official website is smith-salley.com


What is SMITH SALLEY & ASSOCIATES LLC's revenue?

SMITH SALLEY & ASSOCIATES LLC's annual revenue is $2.4 M.


What is SMITH SALLEY & ASSOCIATES LLC's SIC code?

SMITH SALLEY & ASSOCIATES LLC's SIC: 6211; 621


What is SMITH SALLEY & ASSOCIATES LLC's NAICS code?

SMITH SALLEY & ASSOCIATES LLC's NAICS: 523910; 523.


How many employees does SMITH SALLEY & ASSOCIATES LLC's have?

SMITH SALLEY & ASSOCIATES LLC has 9 employees


What industry does SMITH SALLEY & ASSOCIATES LLC belong to?

SMITH SALLEY & ASSOCIATES LLC is in the industry of Professional training & coaching.

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